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Managing Records with SharePoint 2013
 

Managing Records with SharePoint 2013

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This presentation summarizes SharePoint 2013 adoption rates and value of new features and functions. Learn how you can best manage records with SharePoint 2013.

This presentation summarizes SharePoint 2013 adoption rates and value of new features and functions. Learn how you can best manage records with SharePoint 2013.

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  • Scalability much higher for largest orgs – 27%
  • Records Management and not enough internal skills feature more strongly for largest orgs.
  • Small more likely not to have “records”: 29% small, 19% mid. 17% largest. Otherwise similar numbers for custom, and stand alone.Usable for 56% smallest, 52% of mid and 40% of largest

Managing Records with SharePoint 2013 Managing Records with SharePoint 2013 Presentation Transcript

  • Copyright © AIIM | All rights reserved. #AIIM The Global Community of Information Professionals aiim.org Managing Records with SharePoint 2013 What is really possible?
  • Copyright © AIIM | All rights reserved. Your Industry Association  AIIM is the global community for information professionals  Founded in 1943  80,000 active community members  We do research and task forces analyzing trends and opportunities  Forbes Magazine called our research with author Geoffrey Moore the "Best social media idea of 2011”  AIIM published last year #OccupyIT – a manifesto about how business leaders must reclaim IT  AIIM is a also leading provider of training and standards
  • Copyright © AIIM | All rights reserved.3 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Governance: mgt of metadata and taxonomies Governance: mgt of site proliferation Missing functionality Taking longer than expected to roll out Technically more difficult than expected Site administration Content migration Scalability / infrastructure requirements Re-implementing custom for new releases Integration with our existing systems Linking and integration of imaging systems None of these/Other What would you say are your biggest on-going technical issues with your SharePoint 2003, 2007, or 2010 system? (Max three) SharePoint – Technical Issues #1 (and 2) Governance issues #3 Missing Functionality Technically difficult and taking longer to roll-out than expected. Previous Issues - 1
  • Copyright © AIIM | All rights reserved.4 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% Isn’t strong enough in document/records… Management and governance Social/mobile elements are not strong enough for us It doesn’t extend well outside the firewall Does not match well with our other content systems We didn’t plan/execute the deployment properly We didn’t/don’t have enough internal skills to… It works OK as a basic system but we struggle to take… It is too complex for us It was not the correct strategic decision Other Why do you feel your SharePoint 2007, 2003, or 2010 implementation was not a good decision? (Max two) Previous Issues - 2 67% ECM/RM /Compliance functionality not strong enough
  • Copyright © AIIM | All rights reserved.5 What is the status of the following SharePoint versions in your organization? Version 2003 2007 2010 2013 Live, but mostly legacy content 5% 15% 11% 2% Live, primary version in use 3% 19% 48% 5% Live on some sites or applications 2% 8% 19% 5% Live in some form - total 10% 42% 78% 12% Rolling out 1% 1% 20% 17% Evaluation 1% 1% 8% 34% Superceded 22% 25% 8% 2% Have not used 28% 18% 14% 35% SharePoint 2013 Changes Things
  • Copyright © AIIM | All rights reserved.6 0% 10% 20% 30% 40% 50% 60% Improved search/metadata-based navigation Closer integration between Lync, Outlook, Exchange and SharePoint Mobile device support Improved application of retention policies Integration of retention and e-discovery between SharePoint and Exchange Community sites, micro-blogging and tagging Specific e-discovery and hold functionality BPM changes and InfoPath Hybrid cloud and synchronization None of these are important as yet Which SharePoint 2013 features are likely to be the most useful to your organization? (Max THREE) #1 – improved search and navigation. #2 - closer integration with Lync, Outlook and Exchange. #3 - mobile support. #4 and 5 – retention improvements. Improvements
  • Copyright © AIIM | All rights reserved.7 0% 10% 20% 30% We don’t differentiate between records and other content User acceptance is more important than rigor for us, so it’s OK With careful set up, it can comply with our needs We still need some specialist customization services We still need add-in 3rd party products It still can’t really meet all of our compliance regulations We already have a robust and compliant RM system – linked to SharePoint We already have a robust and compliant RM system – stand-alone How do you feel about using SharePoint 2013 for your records management requirements? 29% are prepared to accept it as it is. 16% still need customization or 3rd party add-ins. 15% would like to use it but can’t (11% small and mid, 24% large). 21% using dedicated RM system (mostly not linked to SP). New ERM and eDiscovery Functionality
  • Copyright © AIIM | All rights reserved.8 ERM with SharePoint 2013 Training AIIM – the leading training provider for information professionals  25,000+ course attendees  Self-paced or live courses  Courses can be customized for your organization  Pass the online exam to earn the designation Learn How to Best Manage Records and eDiscovery with SharePoint 2013 • Records Management Components and Features in SharePoint 2013 • How to Use Content Types in SharePoint 2013 for Effective Records Management • How to Build an Information Management Policy in SharePoint 2013 • Records Retention in SharePoint 2013 • How to Create a File Plan in SharePoint 2013 • Capturing records into SharePoint 2013 • Creating and Configuring a SharePoint 2013 Records Center Site • Managing Records In-place in SharePoint 2013 • Disposition in SharePoint 2013 • eDiscovery and SharePoint 2013
  • Copyright © AIIM | All rights reserved.9 Some AIIM Training Attendees  "The class was truly the best training class I have ever taken!”,  Attendee from Chicago, IL  "I have been working towards my Project Management Professional certification and I see the AIIM Master programs as being just as vital to our industry as the PMP are to project management now."  Attendee from Jacksonville, FL  "I see AIIM as a leading resource of knowledge in the industry of electronic records and ways to manage them. It will continue to be a source I turn to for future educational opportunities and growth."  Attendee from Tumwater, WA  "Excellent balance of instruction, debate and workshops. Suitable for organizations at all stages of development."  Attendee from London, UK
  • Copyright © AIIM | All rights reserved.10 Sign up now at www.aiim.org/training  Self-paced Practitioner courses starts at $790 per person  Includes 6 months access to online resources, handouts, and exam  Contact AIIM to get significant student-bulk discounts for 10+ students  Instructor is available for 6 months to answer questions and provide guidance  3 x 90 min virtual live Practitioner sessions just for your organization for $3,700 with max 15 attendees  AIIM organizes 3 x 90 min live virtual sessions with experienced instructor and subject matter expert  Attendees get 6 months access to online resources, handouts, and exam  Instructor is available for 6 months to answer questions and provide guidance